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Melissa Motz is the President and founder of Motz Wealth Management. She has more than 25 years experience in investment management, financial planning, and tax planning. Melissa draws on a wealth of experience to offer audiences easy-to-understand information about complex financial, tax, and economic issues.

Areas of Expertise

Melissa is available to speak on a wide range of financial topics, including:

  • Visioning for Your Future learn more
  • Top 10 Mistakes Women Make When Going Through a Divorce learn more
  • Financial Planning for Women
  • Achieving Financial Wellness
  • Retirement Planning
  • Tax Planning

Melissa has delivered presentations on retirement, financial planning, and other topics for the Healthcare Businesswomen’s Association, Merck, the Montgomery County Community College Alumni Association, the H.D. Vest National Conference, and numerous other events and organizations.

 To download Melissa Motz’s Speaker Press Kit, click here.

Have Melissa Speak at Your Next Event

If you are interested in having Melissa Motz speak at your next event, contact Motz Wealth Management by phone or This e-mail address is being protected from spambots. You need JavaScript enabled to view it




140 Clemens Rd., Suite 102, Harleysville, PA 19438

Phone:  215.513.6240      Fax:  215.513.1614

Email: admin@motzwealthmanagement.com

Website: www.motzwealthmanagement.com

Securities offered through Cambridge Investment Research, Inc. A registered broker/dealer.

Member FINRA & SIPC to residents of FL, MA, NC, NJ, NM, OK, PA, & TN.  Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.  Cambridge and Motz Wealth Management are not affiliated.